PFG
PDM

Pacific Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Pacific Financial Group’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-625
Closed -$12K – 147
2014
Q4 		$12K Buy
+625
New +$11.8K ﹤0.01% 147

Other funds holding PDM

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Pacific Financial Group's PDM Position: Q1 2015 in Review

Pacific Financial Group sold out of Piedmont Realty Trust (PDM) in Q1 2015, closing a stake of 625 shares — an estimated $12K sold.

Pacific Financial Group first reported a position in PDM in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 211 funds tracked by Wall St. Rank hold PDM as of Q1 2015.

  • Pacific Financial Group reported no remaining Piedmont Realty Trust position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 625 Piedmont Realty Trust shares in Q1 2015, an estimated $12K.
  • Pacific Financial Group first reported a position in Piedmont Realty Trust in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Piedmont Realty Trust position peaked at $12K in Q4 2014.
  • 211 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.